Financial credentials
- Series 7, 9, 10 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Specialist, Charles Schwab, 2012-2013
- Financial Advisor, Ameriprise Financial, 2007-2011
- Financial Planner, One Resource Financial Consultants, 2002-2007
- Financial Advisor, American Express Financial Advisors, 1996-2002
Education
- BA, Bowling Green State University
Personal interests and affiliations
- Captain, USAF 1985 -1992